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TEMPLATE: [Go-To-Market Plan] - make a copy

TEMPLATE: [Go-To-Market Plan] - make a copy

Owned by Mark Benjamin
Last updated: Jun 26, 2023
2 min read

Instructions

It is probably best to copy the GTM plan into the Project Initiative Document (which will be based on
https://convertr.atlassian.net/wiki/spaces/PF/pages/3075375105) so that the who initiative/plan is all together in a single document.

Go To Market Plan

The following is a list of activities that may or may not be relevant to any individual initiative. It is intended to be a helpful starting point when thinking about how to roll-out and go-live with a project.

Copy the details into the Project Initiative Document as appropriate and add/remove/amend steps as needed.

Status Keys

These are the suggested status that can be copied/pasted into the template.

NOT APPLICABLE
NOT STARTED
IN PROGRESS
COMPLETE

Go To Market Plan

This is the table / section that should be copied into your project plan.

This table should be updated with additional steps that are relevant when launching a feature ‘softly’ and/or where we have a Beta phase.

The first row contains an example that can be deleted.

Deliverable

Status

Next Action(s) and Owner(s)

Due Date

Deliverable

Status

Next Action(s) and Owner(s)

Due Date

Create a GTM plan template

COMPLETE

  • Inform the Product team of the existence of this document - Mark Benjamin

16th Feb 2021

Inform business

NOT STARTED

  • Write documentation and/or arrange a demo - PM

  • Deliver materials - PM

 

Internal training

NOT STARTED

  • Arrange training (doc and/or demo) for Sales, Support and Customer Success (as applicable) - PM

  • Deliver training - PM

 

Help files

NOT STARTED

  • Provide the Support team with content for the Zendesk knowledgebase - PM

  • Update Zendesk - Support

 

Release notes -

Zendesk article linking to relevant help files for ‘how-to’ guidance

NOT STARTED

  • Draft release notes article and images - PM

  • Prepare customer-ready release notes - Marketing

  • Publish release notes - Marketing/Support

 

Release email / newsletter

NOT STARTED

  • Draft email highlighting key features - PM

  • Prepare customer-ready email comms - Marketing

  • Send release email - Marketing

 

In-App User Guide (WalkMe)

NOT STARTED

  • Draft content and/or tips - PM

  • Prepare content in WalkMe - PM

  • Publish content in WalkMe - PM

 

Content piece (for website) = -

Generic, evergreen new that can be published on the website and linked to ‘how-to’ guidance.

NOT STARTED

  • Draft high-level content structure - PM

  • Prepare news article - Marketing

  • Publish article - Marketing

 

Webinar -

Either an evergreen ‘best practice’ piece or ‘how-to’ guide.

NOT STARTED

  • Prepare presentation/demo - subject matter expert

  • Liaise with Marketing on timing and promotion - PM

  • Deliver webinar - SME and/or PM

  • Publish webinar - Marketing

  • Promote webinar (to non-attendees) - Marketing

 

 

NOT STARTED

 

 

 

NOT STARTED